See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,568 | $85,202+396.0% | $172,739+144.6% | $72,985+479.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.42% | 27.32%-24.9pp | 802.84%-800.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $45,188 | $3,324+1259.3% | $5,143+778.7% | $2,440+1752.1% |
| Participant deferral / active EE | $1,734 | $3,260-46.8% | $5,198-66.6% | $3,607-51.9% |
| Admin fee / account holder | $13,646 | $5,884+131.9% | $13,954-2.2% | $5,124+166.3% |